The company is targeting 40-50% of revenue mix from its retail business
While IT companies derive most of their revenues from overseas, a large portion of their expenditure is incurred in local currency
The new management is building a robust business with a diversified de-risked asset book and a granular liability franchise
CAL’s aluminium business remains a key growth driver aided by acquisitions of DR Axion and Sunbeam
Cognizant added significantly higher amount of incremental revenue in April-September compared to large Indian IT companies
Higher patient volumes drove international business revenue growth at Fortis, Max and Medanta in the September quarter
Renewable energy project awards slowed sharply this year
The company plans to double its capacity in 4-5 years
Supplies are exceeding demand even during non-peak solar power generation hours
The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth
It is a scalable play on India’s evolving healthcare demand
The upcoming greenfield projects will help Medanta to establish a presence in western and eastern India
Electricity demand saw a notable reduction in October 2025
India has come a long way in galvanising green power generation capacity additions
SJS expects to grow at 2.5x the industry volume in FY26
Consolidation, geographical expansion and investments in specialised healthcare drove deal activity
IndiGo’s market share in the domestic market increased in the last one year
Major IT companies clocked decent growth in financial services in September 2025 quarter.
Power-hungry datacentres require large quantities of electricity at low rates
The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments
From retail malls to high streets in cities, F&B outlets are lapping up space driving up real estate activity
Gold financing is a long-term structural opportunity and established players should do well
As an equity asset class, REITs can fuel capital flows into commercial property, though retail investors must be aware of the cons too
Sales of weight loss drug Mounjaro doubled in August
A market research survey shows expenses rising at a higher rate for lower income consumers than for higher income ones, in both urban and rural areas